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Show contacts that have no activities. CRM 2011 RRS feed

  • Question

  • I want to be able to filter Contacts that have no activities attached to them. Is this possible? I have tried several things but advanced find does not allow it.

    Thanks,


    Steven Kirwin

    Monday, June 24, 2013 8:05 PM

Answers

  • Hi,

    Advanced find can't do this unfortunately. You can show records that *do* have a specific related record, but not those without.

    There are a number of approaches:

    1. Use a marketing list to add all contacts, and then remove those with an activity

    2. Create a plugin or workflow on activities that updates a flag on a contact when a record is created - this way you can then simply filter on that flag.

    hth


    Scott Durow
    Blog www.develop1.net    Follow Me
    Rockstar365
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, June 24, 2013 8:35 PM
    Answerer